Build your firm-wide operating system to work as you need it.
What we mean when we call Canopy “all-in-one”.
Build your practice management platform to work as you need it
If it has to do with accounting, practice management, or Canopy, it's here.
All-in-one practice management that unlocks the firm you've always wanted.
Get your drum rolls out and start drumming: Canopy’s Practice Management software for accounting firms just won a G2 Fall 2022 badge for Most Implementable! If you’re wondering...
Canopy commissioned an independent research firm to survey 150 US-based accountants related to document management practices in their firms. The margin of error for this study is...
Canopy commissioned an independent research firm to survey 150 US-based accountants about office communication. The margin of error for this study is +/- 6% at the 95% confidence...
Document management is a core element of every accounting project, but it can quickly become a headache if you don’t have a good system in place. Here are a few key things to keep...
Are you an accountant who used to be able to pull transcripts for your clients using a third-party software, then sometime last year, that service stopped working—and now you have...
Marketing is instrumental to your success whether you want to do it or not. Think about it, you are not compensated for marketing. You don’t get to bill your marketing time to...
If you want to grow your accounting business, win new customers, and continue to provide an amazing service then having a talented team by itself might not be enough. You’re going...
Practice management is all about finding the most efficient ways to optimize and achieve your business goals. Effective practice management is the foundation of your accounting...
You’ve got the employees, skills, and clients in place to run a great accounting practice. But even the best team fails to operate at its fullest potential if the right systems...
A sharp, well-organized document management system benefits your accounting firm in important ways. An upgraded, industry-leading document management system will bring 3 massive...
In today’s work landscape, security is—or at least should be—a big deal for everyone. In the accounting world, security is especially important, considering accountants are the...
How can accountants leverage practice management software to be more efficient? Three things. One, they can learn what accounting practice management software is and what it’s...
The right software integrations can cut costs, increase productivity, and expand seamless communication across your accounting firm. Looking for the right practice management...
Is it a gift, a prize, or an award? That’s the question! The IRS would like the taxpayer to receive a prize or an award because that’s taxable income. The taxpayer, on the other...
We all know that paying for higher education is a huge drain on any family’s resources. Happily, the tax code provides a wide variety of ways to help families pay for that higher...
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